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Fortis
FTS

Overview Fund Activity

281 hedge funds and large institutions have $9.91B invested in Fortis in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+9
Holders Change %
+3.31%
% of All Funds
4.53%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
37
Increased
100
Reduced
101
Closed
24
Calls
$44M
Puts
$66M
Net Calls
-$22.1M
Net Calls Change
+$19.2M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$211M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.29B
3
GQG Partners
GQG Partners
Florida
$534M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$376M
5
Bank of America
Bank of America
North Carolina
$91.6M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$228M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.2M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$452M
4
Franklin Resources
Franklin Resources
California
$108M
5
Renaissance Technologies
Renaissance Technologies
New York
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
226
BNP Paribas Financial Markets
France
$100K – – –
PA
227
Parallel Advisors
California
$93.1K +$37.2K +930 +67%
MSCM
228
McElhenny Sheffield Capital Management
Texas
$75.3K +$75.3K +1,880 New
Macquarie Group
229
Macquarie Group
Australia
$61K +$61K +1,518 New
Credit Agricole
230
Credit Agricole
France
$57.7K – – –
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$56K +$435 +11 +0.8%
LC
232
Lindbrook Capital
California
$52.3K -$58.7K -1,465 -53%
BFEC
233
Benjamin F. Edwards & Company
Missouri
$47K +$47K +1,185 New
CA
234
CoreCap Advisors
Michigan
$37K +$37K +924 New
RWPA
235
Richard W. Paul & Associates
Michigan
$30.8K +$30.8K +769 New
SCA
236
Stonebridge Capital Advisors
Minnesota
$30.3K – – –
BCM
237
Barometer Capital Management
Ontario, Canada
$30.2K +$30.2K +755 New
VCM
238
Versant Capital Management
Arizona
$30K – – –
IA
239
IFP Advisors
Florida
$24K -$12.1K -360 -33%
PFA
240
Pathway Financial Advisers
Indiana
$22.7K +$22.7K +569 New
TH
241
TCTC Holdings
Texas
$20K – – –
Dimensional Fund Advisors
242
Dimensional Fund Advisors
Texas
$16.2K +$3.41K +85,269 +27%
GEA
243
Glen Eagle Advisors
New Jersey
$16K – – –
HPC
244
HM Payson & Co
Maine
$14.7K – – –
AF
245
Allworth Financial
California
$14.2K +$2.68K +67 +23%
HI
246
Harbour Investments
Wisconsin
$13.6K – – –
NA
247
NewEdge Advisors
Louisiana
$13.4K +$13.4K +2,084 New
GIS
248
Grayhawk Investment Strategies
Alberta, Canada
$13.3K -$4.36K -82 -25%
CBT
249
CoreFirst Bank & Trust
Kansas
$12K – – –
CWP
250
Concord Wealth Partners
Virginia
$12K +$12K +300 New
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10
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